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Inactive

Daniella Maria Ginebra Grullon

We Family Offices

Coral Gables, FL

CRD 7840419

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Employer firm

We Family Offices CRD 109869

$17.8B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Selection of other advisers

From the firm’s Form ADV. Read the guides:

Current Employers
We Family Offices

2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2026-01-09
  • FL RA
    APPROVED
    Since 2026-01-09

Branch Locations

2811 Ponce De Leon Blvd Suite 840, Coral Gables, FL 33134 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
We Family Offices Miami FL 02/2024 Present
Estrada Hinojosa & Co Miami FL 09/2023 02/2024
Bain Capital Boston MA 07/2022 12/2022
Bain Capital Boston MA 07/2021 12/2021
Northeastern University Boston MA 08/2019 07/2023
Comunidad Educativa Lux Mundi Santo Domingo 06/2014 07/2019
  • 02/2024 → Present
    We Family Offices
    Miami, FL
  • 09/2023 → 02/2024
    Estrada Hinojosa & Co
    Miami, FL
  • 07/2022 → 12/2022
    Bain Capital
    Boston, MA
  • 07/2021 → 12/2021
    Bain Capital
    Boston, MA
  • 08/2019 → 07/2023
    Northeastern University
    Boston, MA
  • 06/2014 → 07/2019
    Comunidad Educativa Lux Mundi
    Santo Domingo
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-11-25
  • S65 Uniform Investment Adviser Law Examination
    2025-11-25
Other Names
  • Ginebra Grullon
  • Daniella Ginebra

View on SEC IAPD

Nearby Firms

RAYMOND JAMES & ASSOCIATES, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

Nearby Investors

MIGUEL ANGEL VIYELLA
SONNIA VIYELLA
SERGIO MARISCAL LOZANO

Nearby Offices

RAYMOND JAMES & ASSOCIATES, INC. · CORAL GABLES, FL
STIFEL, NICOLAUS & COMPANY, INCORPORATED · Coral Gables, FL
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED · CORAL GABLES, FL

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